KFGK
TCAL

Keystone Financial Group (Kentucky)’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio TCAL Stock Details TCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$708K Buy
31,871
+17,614
+124% +$394K 0.04% 272
2026
Q1 		$319K Buy
+14,257
New +$335K 0.02% 386
2025
Q4 		– Sell
-20,000
Closed -$488K – 487
2025
Q3 		$488K Buy
+20,000
New +$492K 0.04% 239

Other funds holding TCAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Keystone Financial Group (Kentucky)'s TCAL Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) stake by 124% in Q2 2026, buying an estimated $394K and bringing the position to 31,871 shares worth $708K. The position accounts for 0.04% of the portfolio, ranked #272.

Keystone Financial Group (Kentucky) first reported a position in TCAL in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold TCAL as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 31,871 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $708K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 17,614 T. Rowe Price Capital Appreciation Premium Income ETF shares in Q2 2026, an estimated $394K.
  • T. Rowe Price Capital Appreciation Premium Income ETF made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #272 holding.
  • Keystone Financial Group (Kentucky) first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.